Progressive firms are the key to the future of the profession.

The Disruptors

With Liz Farr

The world of M&A is full of disruption, distraction, and disorientation these days, says Ira Rosenbloom, CEO of Optimum Strategies. While the headlines focus on private equity’s increasing role in CPA firm acquisitions, two new types of acquirers are playing a bigger role: Family offices and wealth management.

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These different participants are disrupting “the more traditional marketplace, which for years has been driven by two CPA firms getting together that had a lot in common, except one was larger and the other one was smaller,” says Rosenbloom. “I just think that what we've seen is there's not one approach that works for everybody. We're seeing dimension now. We're seeing a whole bunch of choices.”

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